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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $50,835 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $27,300 |
THE BOGDAHN GROUP5+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
CIUNI & PANICHI, INC.5+ years Service code 10 · EIN 34-1322309 | Accounting | $13,396 |
Service code 29 · EIN 34-1718740 | Legal | $13,076 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 30-0194096 | Bank Trustee | $7,715 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | -6.74% | 9.55%-16.3pp | 9.52%-16.3pp | 9.29%-16.0pp |
| Employer contribution / active EE | $13,218 | $20,722-36.2% | $41,951-68.5% | $15,168-12.9% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |